Lsb Industries (LXU)
NYSE:LXU
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LXU Stock Chart & Stats
$13.61
-$0.19(-2.42%)
At close: 4:00 PM EST
$13.61
-$0.19(-2.42%)
Day’s Range― - ―
52-Week Range$5.83 - $17.22
Previous CloseN/A
Volume76.43K
Average Volume (3M)2.12M
Market Cap
$1.05B
Enterprise Value$1.54B
Total Cash (Recent Filing)$148.47M
Total Debt (Recent Filing)$489.41M
Price to Earnings (P/E)25.0
Beta0.81
Next Earnings
Aug 05, 2026EPS Estimate
0.29Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.27
Shares Outstanding71,846,840
10 Day Avg. Volume1,515,657
30 Day Avg. Volume2,120,032
Financial Highlights & Ratios
PEG Ratio-0.11
Price to Book (P/B)1.18
Price to Sales (P/S)1.00
P/FCF Ratio34.07
Enterprise Value/Market Cap1.47
Enterprise Value/Revenue2.50
Enterprise Value/Gross Profit14.73
Enterprise Value/Ebitda10.59
Forecast
1Y Price Target
$15.17Price Target Upside11.44% Upside
Rating ConsensusHold
Number of Analyst Covering3
EPS Forecast (FY)0.93
Revenue Forecast (FY)$664.84M
Bulls Say, Bears Say
Bulls Say
Strengthened Balance SheetLSB entered 2026 with materially lower leverage and roughly $150M of cash, giving durable financial flexibility. Lower net debt and sizable equity support targeted CapEx, CCS investment, opportunistic debt repurchases and shareholder actions without immediate liquidity strain during normal commodity cycles.
Improved Operational ReliabilitySustained improvements in plant reliability and record downstream output increase throughput and mix capture. Higher, more stable production reduces unit fixed costs, improves margin sustainability when pricing is favorable, and underpins management's ability to convert feedstock ammonia into higher-value products over the medium term.
Clear Long-term Value Roadmap & CCSManagement has a phased plan to deliver structural EBITDA gains—including reliability, logistics and CCS—with defined milestones and quantified targets. The El Dorado CCS project and other initiatives provide a multi-year pathway to diversify product offerings, capture premium low-carbon opportunities and materially lift baseline profitability over time.
Bears Say
Volatile Cash Flow And EarningsLSB's historical swings in free cash flow and earnings reflect commodity-driven price and working-capital swings. This persistent volatility can constrain consistent reinvestment, debt reduction or buybacks in down cycles, making long-term capital allocation and credit metric improvement less predictable for investors and lenders.
Planned 2026 Turnarounds Reduce OutputMulti-site turnarounds scheduled in 2026 will materially cut volumes and the company's ability to capture favorable pricing that year. Reduced throughput and higher contractor/maintenance spend compress near-term EBITDA and cash flow, delaying some benefits from reliability projects and tightening the window for deleveraging in 2026.
Natural Gas And End-market Demand ExposureProfitability is structurally sensitive to natural gas price swings and agricultural demand cycles. Elevated or volatile gas costs and softer farmer economics can compress margins and reduce ordering, creating recurring external risks that limit sustained margin improvement absent hedges or structural cost offsets.
Lsb Industries News
LXU FAQ
What was Lsb Industries’s price range in the past 12 months?
Lsb Industries lowest stock price was $5.83 and its highest was $17.21 in the past 12 months.
What is Lsb Industries’s market cap?
Lsb Industries’s market cap is $1.05B.
When is Lsb Industries’s upcoming earnings report date?
Lsb Industries’s upcoming earnings report date is Aug 05, 2026 which is in 98 days.
How were Lsb Industries’s earnings last quarter?
Lsb Industries released its earnings results on Apr 29, 2026. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.14.
Is Lsb Industries overvalued?
According to Wall Street analysts Lsb Industries’s price is currently Undervalued.
Does Lsb Industries pay dividends?
Lsb Industries does not currently pay dividends.
What is Lsb Industries’s EPS estimate?
Lsb Industries’s EPS estimate is 0.29.
How many shares outstanding does Lsb Industries have?
Lsb Industries has 71,846,840 shares outstanding.
What happened to Lsb Industries’s price movement after its last earnings report?
Lsb Industries reported an EPS of $0.27 in its last earnings report, beating expectations of $0.13. Following the earnings report the stock price went up 0.693%.
Which hedge fund is a major shareholder of Lsb Industries?
Currently, no hedge funds are holding shares in LXU
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Lsb Industries Stock Smart Score
Outperform
1
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5
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7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$15.17 (11.44% Upside)
$15.17 (11.44% Upside)
Blogger Sentiment
Bullish
LXU Sentiment 100%
Sector Average 75%
Sector Average 75%
Hedge Fund Trend
Decreased
By 290.0K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $72.6M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.9%
Last 30 Days ▲ 2.4%
Last 30 Days ▲ 2.4%
Technicals
SMA
Positive
20 days / 200 days
Momentum
165.30%
12-Months-Change
Fundamentals
Return on Equity
4.90%
Trailing 12-Months
Asset Growth
-1.42%
Trailing 12-Months
Company Description
Lsb Industries
LSB Industries, Inc. engages in the manufacture, marketing, and sale of chemical products. The company provides nitrogen-based fertilizers, such as ammonia, fertilizer grade ammonium nitrate (HDAN), and urea ammonia nitrate for fertilizer and fertilizer blends for corn and other crops, and NPK fertilizer blends applications. It also offers high purity and commercial grade ammonia, high purity ammonium nitrate, sulfuric acids, mixed nitrating acids, carbon dioxide, and diesel exhaust fluids, as well as concentrated, and blended and regular nitric acids for various applications, including semi-conductor and polyurethane intermediates; pulp and paper, alum, water treatment, metals, and vanadium processing; power plant emissions abatement, water treatment, refrigerants, and metals processing; exhaust stream additive, and horticulture/greenhouse applications; and refrigeration. In addition, the company provides industrial grade ammonium nitrate, ammonium nitrate, and HDAN solutions for ammonium nitrate fuel oil and specialty emulsions for mining, surface mining, quarries, and construction applications. It sells its products through distributors, as well as directly to end customers in the United States, Mexico, and Canada. The company serves to the agricultural, industrial, and mining markets. LSB Industries, Inc. was founded in 1968 and is headquartered in Oklahoma City, Oklahoma.
LXU Company Deck
LXU Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasizes strong operational momentum and significant financial improvements (record downstream production, robust pricing, adjusted EBITDA +25% year-over-year and Q4 EBITDA +42% year-over-year), solid liquidity and a clear plan to capture additional EBITDA through reliability, efficiency and CCS. Near-term headwinds include planned turnarounds that will reduce 2026 volumes, elevated near-term natural gas and contractor costs, and working capital timing that depressed free cash flow. Management provided detailed mitigation plans (turnaround scheduling, targeted CapEx, expected cost declines later in 2026) and remains confident in the pathway to achieve higher production and ~$50 million of additional annual EBITDA, while CCS progress and balance-sheet actions strengthen the long-term outlook.View all LXU earnings summariesLXU Stock 12 Month Forecast
Average Price Target
$15.17
▲(11.44% Upside)
Technical Analysis
Ownership Overview
19.30% Insiders
11.87% Mutual Funds
0.54% Other Institutional Investors
54.97% Public Companies and
Individual Investors